HNWAG
High Net Worth Advisory Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
846
-710
| -46% | -$399K | 0.13% | 135 |
|
|
2025
Q1 | $853K | Sell |
1,556
-10
| -0.6% | -$5.48K | 0.24% | 94 |
|
|
2024
Q4 | $825K | Hold |
1,566
| – | – | 0.23% | 96 |
|
|
2024
Q3 | $773K | Sell |
1,566
-45
| -3% | -$22.2K | 0.21% | 99 |
|
|
2024
Q2 | $711K | Hold |
1,611
| – | – | 0.22% | 97 |
|
|
2024
Q1 | $776K | Hold |
1,611
| – | – | 0.24% | 90 |
|
|
2023
Q4 | $687K | Hold |
1,611
| – | – | 0.26% | 91 |
|
|
2023
Q3 | $638K | Buy |
1,611
+45
| +3% | +$17.8K | 0.26% | 90 |
|
|
2023
Q2 | $616K | Buy |
1,566
+50
| +3% | +$19.7K | 0.24% | 96 |
|
|
2023
Q1 | $551K | Buy |
1,516
+46
| +3% | +$16.7K | 0.22% | 98 |
|
|
2022
Q4 | $511K | Sell |
1,470
-304
| -17% | -$106K | 0.2% | 104 |
|
|
2022
Q3 | $504K | Sell |
1,774
-1,000
| -36% | -$284K | 0.22% | 97 |
|
|
2022
Q2 | $875K | Buy |
2,774
+1,894
| +215% | +$597K | 0.36% | 65 |
|
|
2022
Q1 | $314K | Buy |
880
+104
| +13% | +$37.1K | 0.11% | 143 |
|
|
2021
Q4 | $279K | Buy |
+776
| New | +$279K | 0.1% | 163 |
|